Strategic Investment Partners

What Strategic Investment Partners does

Strategic Investment Partners is an independent, privately-held registered investment advisor founded in 2017 and headquartered in Wilmington, North Carolina, operating as a division of the family-owned Conway & Company Financial Services. The firm is co-led by Managing Partner Justin B. Wolfe and Partner Brent F. Hayes and delivers fiduciary investment advisory services to individual investors and families across North Carolina, with additional offices in Belville and Kinston. Securities and advisory services are offered through Cambridge Investment Research (FINRA/SIPC member and SEC-registered RIA), and all client assets are custodied with Pershing, a division of BNY Mellon, providing institutional-grade custody and $1B in excess insurance coverage.

The firm's core offering spans risk analysis, portfolio construction, holistic financial planning, retirement income planning, college planning, and estate planning, delivered through licensed advisors meeting clients at least twice annually with ongoing phone, newsletter, email, and portal communications. Portfolio construction is differentiated by a proprietary math-based Trend Analysis methodology that quantitatively measures market strength and weakness across multiple timeframes to overweight favored sectors and underweight out-of-favor areas, using a mix of ETFs and individual stocks within a managed account program. Risk budgeting is operationalized through Riskalyze, and comprehensive financial planning is executed on the EMoney platform, with client reporting accessible through Albridge Wealth Reporting, EMoney Advisor, and Cambridge portals.

The revenue model is fee-based recurring investment advisory, with services rendered through independent financial advisors operating under fiduciary standard without proprietary products. The firm markets itself through weekly content updates, online portals, direct advisor relationships, and traditional advisory channels. Customer concentration is in the long-tail individual and family segment, with no disclosed enterprise accounts, and growth has been organic and incremental since inception, including physical expansion across three North Carolina locations.

Name

Strategic Investment Partners

Legal name

Strategic Investment Partners

Website

https://strategicinvestmentsnc.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Strategic Investment Partners is an independent North Carolina RIA offering fiduciary wealth management, risk analysis, and financial planning to individual investors and families, using a math-based Trend Analysis portfolio process and operating through Cambridge Investment Research and Pershing custody.

Ownership category

akta.pro rank

Product category

Investment Advisory & Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEABAB

Broker-Dealer Affiliated Wealth Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

Keywords

• Investment advisory services
• Wealth management planning
• Retirement income planning
• Portfolio risk analysis
• Fiduciary financial advice

Headquarters

HQ city

Wilmington

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services providing objective opinions about portfolio allocation based on client risk tolerance. Securities offered through Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Strategic Investment Partners is an independent financial services firm that delivers fee-based investment advisory and comprehensive financial planning services to individual investors and families. Services include risk analysis and portfolio construction using a math-based Trend Analysis methodology, retirement income planning, estate planning, college planning, and fiduciary advice, with all client assets custodied at Pershing (BNY Mellon) and securities offered through Cambridge Investment Research.

Product overview

Strategic Investment Partners is an independent financial services firm offering comprehensive wealth management services through a unified advisory platform. The firm provides investment advisory services including risk analysis, portfolio construction using Trend Analysis analytics, financial planning (via EMoney software), retirement income planning, college planning, and estate planning. All client assets are custodied with Pershing (BNY Mellon). Services are delivered through a fiduciary model, providing objective investment advice without proprietary products. The firm also publishes weekly market updates with analysis of U.S. and international markets, commodities, and economic indicators.

Differentiator

Problem solved

Functional benefit

Products and services

• Risk Analysis Quantifies each client's risk 'budget' using Riskalyze software to establish individual comfort levels, build portfolios that fit within that budget, and assess how assets held away fit into the overall portfolio risk. Designed for individual investors and families.
• Portfolio Construction Builds client portfolios using a combination of Exchange Traded Funds and individual stocks guided by a math-based Trend Analysis methodology that measures market areas of strength to overweight and weakness to underweight, with the goal of avoiding large losses through a repeatable data-driven process. For individual investors and families.
• Financial Planning Holistic financial planning process using EMoney software to understand the client's complete financial picture including cash flow, liabilities, potential financial risks, real estate, privately held business, and family issues. For individual investors and families.
• College Planning Assists families in understanding college costs and savings options as part of the broader financial planning process, ensuring future education funding needs are met.
• Retirement Income Planning Guides clients on withdrawing assets from accumulated savings vehicles in retirement, managing assets properly and efficiently while minimizing tax consequences and creating longevity to ensure clients can outlive their assets. For pre-retirees and retirees.
• Estate Planning Facilitates meetings with attorneys and CPAs to create long-lasting estate plans and coordinate with professionals to understand family wishes and create desired legacies.
• Fiduciary Investment Advisory Provides objective opinions about the best allocation for each client's risk tolerance without utilizing proprietary products. Operates as a fiduciary, recommending investments in clients' best interest rather than the firm's own.
• Retirement Income Strategies Provides guidance on how pension, social security, investment income, and required minimum distributions will provide for income needs during retirement.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature1 record

Partnerships

Three partnerships are on record, tiered core.

• Cambridge Investment Research Inc.coreChannel Partner/ Reseller/ DistributorCambridge Investment Research Inc. is a privately held financial solution focused Broker-Dealer firm serving independent financial advisors like Strategic Investment Partners. Cambridge is among the largest privately controlled independent Broker-Dealers in the country, supporting thousands of advisors who serve hundreds of thousands of clients. Cambridge has been awarded Broker-Dealer of the Year 10 times since 2003, per Investment Advisor magazine. Securities offered through Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
• Pershing (BNY Mellon)coreOthersAll assets at Strategic Investment Partners are held by Pershing, a division of BNY Mellon. Pershing holds global assets of $1.7 trillion, and parent company BNY Mellon has custody over $31 trillion. There are over 100,000 advisors using Pershing clearing and custody to manage client assets in over 65 markets globally. Pershing was founded in 1939, with BNY tracing roots to Alexander Hamilton in 1784 and T. Mellon and Sons' Bank founded in 1869. Client assets have SIPC protection ($500,000) plus excess coverage through Lloyd's of London and other Commercial Insurers ($1,000,000,000).
• Conway & Company Financial ServicescoreOthersStrategic Investment Partners is a division of family owned and operated Conway & Company Financial Services. With 50 years of combined experience, the firm provides comprehensive wealth management services with client relationships as the key factor in the wealth management process.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Edward Jones: National wirehouse where co-founder Justin Wolfe previously worked; serves individual investors and families with a financial advisor model — directly comparable target customer base, though significantly larger and product-captive versus Strategic Investment Partners' fiduciary model.
• Cambridge Investment Research: The privately held Broker-Dealer through which Strategic Investment Partners offers securities and advisory services; while a partner rather than competitor, it is the most comparable institutional entity given it serves thousands of independent advisor firms with similar business models.
• Schwab Wealth Advisory: Charles Schwab's RIA platform and advisory services offering portfolio management and financial planning to retail investors — comparable client base with overlapping service offerings, scaled across Schwab's retail franchise.
• Fidelity Wealth Services: Large brokerage and advisory firm offering portfolio management, retirement income planning, and financial planning services to individuals and families — overlapping service portfolio with Strategic Investment Partners but at vastly larger scale and with proprietary products.

Direct peers

• Creative Planning: Large independent RIA delivering holistic financial planning, investment management, estate, tax, and retirement income services to high-net-worth individuals — competes for the same customer base with the same fiduciary, fee-based model.
• Fisher Investments: Independent investment advisory firm providing discretionary portfolio management to individuals and institutions using proprietary analytical approaches — comparable independent, fee-based RIA using a defined investment methodology.
• Edelman Financial Engines: Large independent RIA combining traditional advisory services with digital planning tools for retirement income and investment management — comparable independent, fee-based wealth management platform targeting individuals.
• Carson Wealth: Independent RIA and wealth management firm offering fiduciary investment advisory, financial planning, and multi-generational wealth services to individuals and families — closely comparable in philosophy and service breadth.
• Mariner Wealth Advisors: Large independent RIA providing comprehensive wealth management including investment advisory, financial planning, estate, tax, and retirement services to individuals and families — a directly comparable independent fiduciary model.

Others

• Riskalyze: Risk tolerance and portfolio risk-quantification software provider integrated by Strategic Investment Partners — not a competitor but a key enabling technology vendor in their wealth management stack.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Strategic Investment Partners